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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,861 | $117,829-50.9% | $102,423-43.5% | $145,877-60.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 31.83%-15.4pp | 29.42%-13.0pp | 551.28%-534.9pp |
| Employer contribution / active EE | $389 | $3,615-89.2% | $3,023-87.1% | $4,663-91.7% |
| Participant deferral / active EE | $4,875 | $5,732-15.0% | $5,054-3.5% | $6,691-27.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |